For NATCA members

A team of advisors built around the people who keep the skies moving.

We’re a team of Financial Advisors across the United States with decades of experience to help NATCA members work toward their maximum financial potential.

planning

Decades of experience

Whether you’re a few years from retirement — or straight out of Oklahoma.

We’re a team of Financial Advisors across the United States with decades of experience to help NATCA members work toward their maximum financial potential over time, whether you’re just a few years from retirement or straight out of Oklahoma.

In fact, the younger you start preparing for your future, the greater your control and also the potential for long-term, tax-efficient wealth accumulation. And, it’s important to know that investing always involves risk, including the potential loss of principal.

NATCA has selected Cambridge Financial Partners as a value-added service provider to help you better understand, prepare, and implement strategies that can help put you on the road to financial well-being throughout your career and on through retirement.

Chapter One

Helping you analyze your financial situation.

We understand ATC challenges and what makes the job unique. We’re on your side of the table, and helping you build personal wealth and financial security is both an art and a science. We’ve worked with Air Traffic Controllers for many years and bring lots of experience, commitment and knowledge to the table.
You need to be working with a firm that understands your benefits and how to help you navigate the Federal system — both throughout your career and through retirement.

Our goal is to provide a more efficient and cost effective approach to building wealth, using the latest tools and innovations, such as LEAP and other financial tools. Every person and family is unique — with different circumstances and goals. It’s our job to help you clarify what you want and to help you get there.

Chapter Two

Helping you understand life insurance.

“There’s a lot more to life than FEGLI.””

Life insurance is a dynamic financial tool that has many uses and is often misunderstood. For the first time buyer, we like to educate you on the different products available and help you select the type and amount That makes the most sense for you.

Putting it all together

Proper planning starts early — and is more than rebalancing your TSP.

So, if you understand that proper planning is a lot more complicated than just rebalancing your TSP and considering replacing FEGLI, we can help. Contact us today to get started. There is no cost or obligation for NATCA members to receive a complete analysis — including a basic, individual, or comprehensive family consultation.

Book a meeting → Calculate Road To 100

Cambridge Financial Partners, LLC

Office

20151 SW Birch Street, Suite 250
Newport Beach, CA 92660

Contact

949-247-3505
Book a meeting →

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Cambridge Financial Partners, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

Cambridge Financial Partners, LLC is authorized to conduct life insurance and securities business in California (CA Insurance License #0697821) and may be licensed in other states. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Guarantees are subject to the claims paying ability of the issuing insurance company. Investing involves risk which includes potential loss of principal.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Cambridge Financial Partners, LLC has been authorized by the NATCA to provide seminar content to its members; this is not an endorsement by the NATCA.

Calculate Road to 100